Enjoy these brief videos outlining important investing concepts related to your retirement preparation. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.

  • HSA Investing

    Pete the Planner discusses other potential ways your HSA could be invested for some near-term needs.

Interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan today to achieve your goals tomorrow.

  • Retirement Income Retirement Income

    This calculator can be used regularly to confirm that your retirement strategy is aligned with your retirement goals.

These podcasts from Pete the Planner go into a bit more detail on the relevant topics related to retirement preparation. Listen to them online now or download them to listen to later. Make today the day you take action to make a difference for your tomorrow.

All the guides and articles here are jam-packed with ideas on sound investing, market volatility and other retirement topics that are relevant to your planning. Take the time to read these short topical articles, and then take the next steps to achieve your goals.

  • Types of Investments

    Understanding how the different investments types work can help you develop an effective investment strategy.

Asset Classes

It's important to understand the types of investments and what asset classes mean to be able to develop your strategy.

Learn some basics

Allocating Your Assets

Your risk tolerance affects how you allocate your retirement assets.

Determine your risk tolerance now

Time Horizon and Diversification

Diversification and time horizon affect your financial decisions.

Learn about their impact

Find a Financial Professional

There are certain qualities to look for in a financial professional.

Review some guidelines